Concurrent Investment Advisors, LLC - Portfolio Stock Holdings
Concurrent Investment Advisors, LLC disclosed 1951 stock positions in a recent SEC 13F filing. $9,005,631,104 of stock holdings were filed, with the largest holdings including AAPL, NVDA, and MSFT. This filing represented positions held on March 31, 2026, and was filed on April 20, 2026.We estimate the fund has a total AUM of $15,727,990,844 and has 188 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
1951Est. Stock Holding Value:
$9,005,631,104Top Stock Holdings By Sector
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Portfolio Stock Holdings - Concurrent Investment Advisors, LLC
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Portfolio Options Holdings - Concurrent Investment Advisors, LLC
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